Morgan Faith Strange

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 12/2018
  Triad Advisors
  Norcross, GA
• 03/2019 → 05/2021
  Mariner Wealth Advisors
  New Albany, IN
• 06/2017 → 02/2018
  Rumpke
  Louisville, KY
• 01/2016 → 06/2017
  Floyd Memorial
  New Albany, IN
• 11/2013 → 10/2016
  Sun Tan City
  New Albany, IN
• 02/2018 → 03/2019
  Martin Financial Group
  New Albany, IN
• 05/2021 → Present
  Mariner Wealth Advisor
  New Albany, IN
• 05/2011 → 05/2017
  Student
  Corydon, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-11

Designations

• Certified Financial Planner

Other Names

• Morgan Faith Williams